Aloha Wealthcare Management, LLC

Overview

Aloha Wealthcare Management, LLC is a small, independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm operates primarily as a non‑discretionary adviser: it provides financial planning, portfolio recommendations and pension consulting but leaves trading authority with its clients. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees, which aligns with a consultative, advice‑first model rather than a full delegated‑management approach. Investment practice centers on public equities exposure, with a clear preference for exchange‑traded vehicles. The firm does not position itself as an ESG investor and is not set up as a capital allocator. Services listed include financial planning services, portfolio management for individuals and small businesses, and pension consulting, indicating a blend of holistic planning with hands‑on portfolio guidance for smaller account sizes.

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Location & Offices